Tech Growth
FOPLP: The New AI Chip Packaging Battleground
As AI chips grow ever larger, advanced packaging has become the chokepoint of compute supply.
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#半導體投資
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Fed Decision + SOX Crash: 3 Hidden Risks in Quadruple Witching
June 2026's Quadruple Witching collides with a Fed rate decision and a sustained Philadelphia Semiconductor Index selloff.
Tech Growth
SpaceX's USD 60B Cursor Acquisition: The Final Piece of an AI Empire
Just days after its historic IPO, SpaceX announced a USD 60B all-stock acquisition of Cursor's parent company Anysphere on June 16, 2026.